Insightful Insights
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Should interest rates be lower?
Tim Kelley
April 9, 2015
The Reserve Bank of Australia (RBA) surprised the market this week by not lowering official interest rates. While the RBA statement did note that the Board would have a think about lowering rates in the period ahead, the market was pretty sure a cut was in the bag. As a result, a Tuesday morning rally in the equity market made a sudden about face when the news was released. continue…
by Tim Kelley Posted in Economics, Insightful Insights, Property.
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- POSTED IN Economics, Insightful Insights, Property
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WHITEPAPERS
Many Happy Returns
Scott Phillips
April 2, 2015
The Montgomery Fund’s special brand of value investing has produced a successful track record since inception. continue…
by Scott Phillips Posted in Insightful Insights, Investing Education, Montgomery News and Updates, Whitepapers.
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Dodo… the share price that flies
Scott Shuttleworth
April 1, 2015
M2 Group Limited (ASX: MTU) has been a holding in our funds since the second half of the 2014 calendar year. Purchases were first made around August-September at approximately $7.50 with further purchases made in the beginning of 2015. As per the below chart, it seems we have done well for our investors. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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The World according to Bass
Roger Montgomery
April 1, 2015
In Kyle Bass we find an investor who looks at what everyone else is looking at but sees what nobody else has seen. That’s the primary reason why we are always interested in what he has to say. His profitable – and very large – bets against US credit default swaps and then against Europe and Greece suggests his thoughts are worth paying attention to. continue…
by Roger Montgomery Posted in Foreign Currency, Insightful Insights.
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Beware the strong US dollar
David Buckland
March 31, 2015
The strongly rising US Dollar recorded in the six months to December 2014 has continued into the first three months of 2015. Given the strength of the US economy relative to its major trading partners it seems this trend has a good prospect of continuing. continue…
by David Buckland Posted in Foreign Currency, Insightful Insights.
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- POSTED IN Foreign Currency, Insightful Insights
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WHITEPAPER
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Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
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No more Chinese junk
Roger Montgomery
March 30, 2015
Recently, senior Montgomery analyst Andrew Macken explained how dangerous it is for anyone to invest in any Chinese company listed on the ASX, or even an exchange in the US. continue…
by Roger Montgomery Posted in Companies, Insightful Insights.
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Dear Property Speculator…
Roger Montgomery
March 30, 2015
Concentrate. Money has a price. The price of money is the interest rate. Lower the price and demand increases. It’s the same with credit. The price of credit is the interest rate. Credit is money. Lower the price of credit and more people borrow. But there is a problem for central banks who like to use the price of money and credit as a tool for manipulating or fine tuning the economy. That problem is the bluntness of the tool. continue…
by Roger Montgomery Posted in Insightful Insights, Property.
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Bond Refugees
Ben MacNevin
March 28, 2015
Citi Research has observed that companies around the world are sacrificing investment and research expenditure to increase distributions to shareholders. continue…
by Ben MacNevin Posted in Insightful Insights, Montgomery News and Updates.
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TPG – Ringing up growth
Scott Shuttleworth
March 27, 2015
Heathcare, telecommunications and financial services are three of only a handful of sectors enjoying tailwinds in the otherwise lacklustre Australian economy. TPG, the telephone and internet service provider we owe some thanks to for bidding for our iiNet shares, has just reported their results. continue…
by Scott Shuttleworth Posted in Insightful Insights, Technology & Telecommunications.
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Should you be looking at potential takeover targets?
Tim Kelley
March 26, 2015
After a subdued period following the GFC, merger and acquisition (M&A) activity appears to again be coming into fashion. According to Thomson Reuters, worldwide M&A was up 47 per cent in 2014, making it the strongest year for worldwide deal-making since 2007. continue…
by Tim Kelley Posted in Companies, Insightful Insights, Takeovers.
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